2023 Report to Our Community

THE ART OF PHILANTHROPY 2023 REPORT TO OUR COMMUNITY

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Dear Friends, At North Texas Community Foundation, we are honored to be the place where donors, nonprofits, caring residents, and business and civic leaders come together to address our region’s most pressing needs.

2023 was a watershed year for civic engagement, with local leaders coming together to map the path forward for early education, maternal health, and housing. Thanks to their efforts, our community is creating longterm, sustainable solutions and leveraging opportunities for our rapidly growing community.

Everything we do is made possible by our wonderful fundholders. This year, we welcomed 26 new funds into the NTCF family and we were honored to develop legacy plans for donors whose vision and generosity will support our community long into the future. All told, NTCF donors enabled the Foundation to grant $38 million to highperforming nonprofit organizations in 2023.

Behind these numbers are stories of people who bring tremendous passion to their giving, leveraging their creativity and strategic thinking to help organizations deepen their impact. We are humbled by the positive change created by our donors’ charitable investments.

By working together, we are creating a better future for individuals and communities in North Texas.

Thanks to you, we’re here for good, forever.

ROSE BRADSHAW PRESIDENT & CEO

DAN MCCARTHY BOARD CHAIR

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THE ART OF Collaboration

New Swimming Program Makes a Splash How a Community Partnership Increased Pool Access for Youth Swimming is a quintessential childhood activity.

And it’s not just about fun. Access to pools and swim lessons promote physical health and provide life-saving water safety skills.

Unfortunately, many families across Tarrant County lack access to a public pool or affordable swimming lessons. While the City works to develop a longer-term strategy to tackle this challenge, local partners came together to provide children residing in pooldeprived areas with a more immediate option.

Upon learning about this issue, NTCF swiftly convened donors and community partners to create a solution.

Although public pools may be scarce, the YMCA of Metropolitan Fort Worth manages swimming pools at locations throughout the city. Furthermore, the Boys and Girls Club

Thanks to our nonprofit leaders and generous donors, the swimming program was a resounding success, with more than 1,100 children receiving complimentary swim lessons and transportation per week.

Bratten Foundation, and Lisa &

“ North Texas Community Foundation excels in matching donors and nonprofits to make a difference in our community. As former lifeguards ourselves, Lisa and I were particularly grateful for the opportunity to support this swimming adventure!”

Burch Waldron Charitable Fund.

BURCH WALDRON

Thank you to the generous NTCF fundholders and local private foundations who made this collaboration possible: Brian and Tamara Cook Family Fund, DuBose Family Foundation, Meta Alice Keith

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of Greater Tarrant County (BGCTC) serves youth who often reside in neighborhoods without pool access. Within a matter of weeks, agency leaders developed a program through which the children participating in BGCTC programs received access to YMCA pools and swimming instructors, with all costs covered by local donors.

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THE ART OF Legacy

Preserving the Treasures of a Fort Worth Landmark Leonard’s Museum Finds Permanent Home Once a beloved anchor of downtown Fort Worth, Leonard’s Department Store offered a unique shopping experience to all who visited. Founded in 1918 by brothers Marvin, and Obie Leonard, the store “sold everything to everybody,” making it a local retail giant until 1974.

For the Leonard family, it wasn’t just about making a sale. It was about serving the community. Today, the store’s legacy lives on through the Leonard’s Museum. Thanks to the efforts of Marty Leonard, daughter of Marvin, and Lauren Leonard, granddaughter of Obie, the museum features over 2,000 artifacts, including the “Howdy Neighbor” box sent to Fort Worth newcomers, the original store directory, and a railcar from the original M&O Subway. As one museum visitor who was moved by the memories resurfacing told Marty, “The museum has just about everything except a box of tissues.”

The collection recently relocated from the family-run museum to its forever home at the Fort Worth Museum of Science and History. The new location will enable the Museum’s tens of thousands of

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annual visitors to appreciate the impact of Leonard’s business and civic leadership on Fort Worth’s history.

NTCF was honored to work alongside Marty to create a sustainable and permanent home for the Collection. The Leonard’s Museum Collection Endowment Fund at North Texas Community Foundation will provide perpetual support for the collection and preserve the Leonard’s story.

“ North Texas Community Foundation has been a true partner in helping provide the future of the Leonard’s Museum for years to come by giving it a permanent home in the Fort Worth Museum of Science and History.”

MARTY LEONARD

Marty Leonard at the Leonard Museum

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THE ART OF Conservation

City Initiative to Restore Prairie Takes Root An Intern-Led Project Protects Fort Worth’s Ecological Jewel The Fort Worth Prairie is one of the rarest ecosystems in North America and home to an array of native plant and animal species.

As our region continues to experience rapid growth and development, these landscapes are under increasing threat.

In response, the City of Fort Worth launched the Open Space Conservation Program, an effort to preserve natural areas.

The initiative made its first acquisition with the purchase of the 50-acre Broadcast Hill Natural Area. With a $150,000 grant from the Conservation and Environment Fund at NTCF, the City of Fort Worth’s Park & Recreation Department and Open Space Conservation Program partnered to engage three college students undergoing training in natural resources management to prepare the land and trail system for public use.

During the Summer of 2023, interns Jacob Estes, Paige Priddy, and Kimberly Villarreal dedicated nearly 540 hours in the scorching heat to vegetation surveys, trail mapping, invasive species management and community outreach. Their efforts provided essential baseline data on the ecosystem and biodiversity of the site. The interns also

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established partnerships with the Botanic Research Institute of Texas, NexGen, Friends of Tandy Hills, Native Prairies Association of Texas and Texas Parks and Wildlife Department. Supervisor Michelle Villafranca hopes to make the internship a permanent program, laying the foundation to protect our city’s biome.

“ I loved every second I worked out on the trails.

I hope that this internship can continue to live, provide information, and encourage healthy environmental practice within the city of Fort Worth.”

JACOB ESTES, Intern

Interns Kimberly Villarreal, Jacob Estes and Paige Priddy

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THE ART OF Kinship

Furthering Family Values How the Esch Family Gives Together The Esch family has a longstanding tradition of making charitable contributions together.

When considering how to structure their giving, John Esch and his sons, Grainger and Gregor, set up a donor advised fund at NTCF. As a CPA and attorney, John recognized the inherent tax benefits, growth capacity, and strategies offered to expand the fund’s giving potential. The fund also allows the family to make significant contributions to various nonprofits, supporting causes that resonate for each family member.

Gregor Esch, TCU alumni and longtime Board member of Easter Seals of North Texas and Miracle Fields of DFW, was born with cerebral palsy and has provided support for organizations that provide robust services for those with disabilities. Grainger, a local actor and therapeutic clown at Cook Childrens, connects with organizations that address homelessness, environmental protection, and arts for children. John has served on many boards including as Chair of the James L. West Center for Dementia Care and the Bobby Bragan Youth Foundation and has particular interest in all levels of education.

The Esch family regularly participates in NTCF grant cycles to pool their donations with others and maximize their impact.

In 2021, the family deepened their philanthropic involvement by establishing the Mary G. Esch and Mary N. Esch Endowment Fund for the TCU Burnett Medical School to honor the memory of wife and mother Mary Norwood Esch and John’s mother, Mary Guinn Esch. The fund annually supports the Scholarly Pursuit and Thesis program while offsetting the costs of new student research projects each year.

The Esch family exemplifies the power of giving together to create a legacy that reflects their shared values and strengthens the Fort Worth community they hold dear.

“ Philanthropic giving is more a learned trait than an inherited one. It brings great joy to Grainger, Gregor and me to continue to broaden our learning and our activity together through the amazing resources so thoughtfully provided by NTCF.” JOHN ESCH

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John, Gregor and Grainger Esch

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THE ART OF Community

2023 Highlights Connecting donors, organizations and dollars to fuel impact in our community COMMUNITY MATTERS: Building the Workforce of Tomorrow NTCF hosted our annual Community Matters event on March 7th at the TCU Legends Club. The program highlighted how the Tarrant To & Through Partnership is utilizing philanthropic investments, mentorships, and internships to lay the groundwork for a stronger, more resilient workforce.

LEGACY SOCIETY: A Commitment to Our Region’s Future NTCF’s Legacy Society honors the visionary donors who have entrusted the Community Foundation to fulfill their charitable visions beyond their lifetimes. In October, we hosted our annual Legacy Society Luncheon to celebrate these forward-thinking individuals and the enduring impact of their generosity.

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FUND TO ADVANCE RACIAL EQUITY: Empowering Change The Fund to Advance Racial Equity marked the successful conclusion of its first three-year grant cycle, wrapping up a transformative period dedicated to creating a more equitable region. Since its inception in 2020, NTCF donors have helped catalyze positive change, disbursing more than $1.8 million in grants to local organizations and initiatives.

THE ARTS FUND: Fueling Local Creativity In 2023, the Arts Fund at NTCF supported Arts Fort Worth, Gallery of Dreams and Kinfolk House.

Grants from the Arts Fund are intended to foster creativity and ensure that emerging artists receive the support they need to flourish and contribute to the cultural richness of our region.

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THE ART OF Stewardship

Financials & Investments INVESTMENT MANAGERS Mason Investment Advisory Services, Inc.

* 513 MILLION

$

Luther King Capital Management OUTSIDE INVESTMENT MANAGERS

IN ASSETS

Bank of America

38.9 MILLION

$

Bank of Texas Bernstein Global Wealth Management CF Private Equity, Inc.

IN GRANTS AWARDED

$

Equitable Advisors First Financial Trust Holt Capital Partners

60.4

J.P. Morgan Legacy Financial Services

MILLION

Merrill Lynch Wealth Management

IN NEW GIFTS

Morgan Stanley Wealth Management

$

Robert W. Baird & Co. Inc.

626

The Capital Chartroom Tiedemann Wealth Management

MILLION

IN PLANNED LEGACY GIFTS

1, 230

Wallace Capital Management UBS Financial Services Inc. U.S. Bank LEGAL COUNSEL

GRANTEE

Bourland, Wall & Wenzel, P.C.

ORGANIZATIONS

AUDITORS Sproles Woodard, L.L.P. INVESTMENT COMMITTEE Stewart Alcorn, Frost Bank Brad Bourland, Virtuoso Travel Stephanie Brentlinger, Community Volunteer *unaudited

Smith Brownlie, Brownlie and Braden, LLC Mark Rich, Kimbell Art Foundation Joe Taylor, JTaylor & Associates, LLC

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THE ART OF Advising

Professional Advisor Highlights Professional Advisor of the Year: Joseph D. Taylor, CPA, JTaylor & Associates, LLC Professional advisors are vital to advancing North Texas Community Foundation’s efforts to strengthen our region through charitable giving. Over 80 percent of new donors are referred to the Foundation by accountants, attorneys, and investment advisors. We work together to create tailored giving vehicles designed for local philanthropic impact and maximum tax deductibility. In recognition of these important relationships, the Foundation names a Professional Advisor of the Year each year.

We are pleased to honor Joseph D. Taylor as the Professional Advisor of the Year.

With over 40 years of experience as a CPA, Joe is an expert in providing comprehensive professional advisory and tax services to individuals and businesses in the region with the highest level of integrity and competency.

As Chairman of the Board of Managers at JTaylor & Associates LLC, Joe has led the way for his firm to serve the community since 1999, dedicated to helping clients with their charitable endeavors and amplifying the impact of their contributions. Joe and his colleagues have built a premier service organization for the businesses and people of North Texas.

We thank the professional advisors with whom we worked to serve clients in 2023 LAURA J. BROWN, CAP®, CTFA Northern Trust Corporation BRADLEY G. BRUCE, CPWA®, CEPA, CIMA®, CPFA mFORCE Capital

ANNE HOLLAND, CFP ® Holland-Dean Family Office Services ROBERT M. HOLT, JR., CFA Holt Capital Partners, LP

DEBORAH G. CLEVELAND, JD Law Office of Deborah G. Cleveland

KAREN TELSCHOW JOHNSON, JD Telschow Johnson Law, PLLC

LEAH COLLETTE Northern Trust Corporation

MELINDA M. JOHNSTON Merrill Lynch Wealth Management

CORY M. DOWELL, CFP ® UBS Financial Services BRIAN D. ESENWEIN, JD, CPA Cotten Schmidt, LLP TENA G. FOX, JD Leach Fox Law SHELLI A. HARVESON, JD Brown Pruitt Wambsganss Dean Forman & Moore, P.C. RYAN HEATH, JD TrustPoint Legal, PLLC KELLY R. HEIN, JR., CPA

KERRY A. KNOX Merrill Lynch Wealth Management KEVIN KUENZLI, JD McDonald Sanders, PC JIM LACAMP Morgan Stanley ANN LOPEZ, JD Kelly Hart & Hallman LLP RACHEL A. MALONE, CRPC® Merrill Lynch Wealth Management

JIM MARTIN Hilltop Securities DANIEL H. MCCARTHY, JD Wick Phillips MARK L. MCLELAND, CPWA®, CIMA®, CPFA Merrill Lynch Wealth Management CHARLES B. MILLIKEN, JD Decker Jones, PC

MILES SAWYER-WICKER, CFP ®, AIF®, CLU Tack Advisors BENJAMIN M. SCHEFFLER, CPA KPMG LLP ROBERT R. SCHULZ, CFP ® Schulz Wealth KAYLA SMILEY Bank of Texas

AUSTIN M. SMITH, CFA®, CFP ®

DARREN B. MOORE, JD Bourland Wall & Wenzel, PC

Schulz Wealth

JEFFREY N. MYERS, JD Bourland Wall & Wenzel, PC

JIMALEE H. SPLAWN, JD Harris, Finley & Bogle, PC

SAVANNAH J. PETRONIS, CFP ® Baird Private Wealth Management

JOSEPH D. TAYLOR, CPA JTaylor & Associates, LLC

RACHEL W. SALTSMAN, JD Northern Trust Corporation MEGAN SANDERS, JD Bourland, Wall & Wenzel, PC CHRIS SARGENT, CFP ®, CPWA®, CkP ® BentOak Capital

CARLA K. THOMPSON UBS Financial Services CYNTHIA L. WILLIAMS, JD Law Offices of Cynthia L. Williams, PLLC

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Welcome, New Funds Whether they opened a donor advised fund to give back to their favorite causes, a field of interest fund to support a special focus area, or an agency endowment fund to support their favorite nonprofit’s mission in perpetuity, our donors are making a positive and lasting impact in our community.

ANONYMOUS (9) ALLYSON AND RICK BAUMEISTER CHARITABLE FUND DO WHAT MATTERS FUND FORT WORTH COMMUNITY LAND TRUST FORT WORTH COMMUNITY LAND TRUST PROJECT FUND FORT WORTH GREEN SPACE

FAMILY FUND JEFF AND RACHEL MAREK CHARITABLE FUND CHERYL AND CHARLES PROTHRO CHARITABLE FUND PAT AND CLEDDY VARNER CHARITABLE FUND PATH AND PURPOSE FOUNDATION

INITIATIVE FUND

SCHULZ FAMILY CHARITABLE FUND

HERROD FAMILY FOUNDATION

TAUOPATHY CHALLENGE

MICHELLE AND JOHN JIONGO CHARITABLE FUND LEONARD’S MUSEUM COLLECTION ENDOWMENT FUND LOCKHEED MARTIN AEROCARES FUND

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ERIKA AND DANIEL MCCARTHY

WORKSHOP FUND WHITSETT FAMILY CHARITABLE FUND

Our board is led by community members whose diverse backgrounds, talents and experiences guide our work. They generously volunteer their time and expertise to help us make lasting investments in our community.

Board of Directors 2023-2024

Daniel H. McCarthy, Chair

Stephanie Brentlinger, Vice Chair

Smith A. Brownlie, III

Orlando P. Carvalho

Kelly Hanley

Allen Hodges

Anne Holland

Robert M. Holt

Janeen Lamkin

Anette Soto Landeros

Adelaide B. Leavens

Ann Lopez

Meggie Lowy

Winjie Tang Miao

Charles B. Milliken

Savannah Petronis

Horatio Porter

Ken Schaefer

Benjamin M. Scheffler

Jeremy Smith

Chair Emeriti

Joseph D. Taylor

STEWART ALCORN

CHRIS HUCKABEE

ANN LOUDEN

JEFF ALEXANDER

BILL LANDRETH, JR.

PHILLIP W. MCCRURY

TOM CRAVENS

GARLAND M. LASATER

ALFRED SAENZ

JAMES B. DEMOSS

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North Texas Community Foundation drives meaningful change through charitable investment.

The Foundation helps donors meet the needs of our community by providing tax-efficient strategies to support the causes they care about most. We serve a network of generous individuals, families and businesses intent on shaping the future of North Texas for good, forever.

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777 Main Street, Suite 2850 Fort Worth, TX 76102 817.877.0702 northtexascf.org

PAINTING BY UNO, 2023 UNO began his artistic career in Fort Worth as a furniture designer in the early nineties. He later took up sculpting before transitioning into painting. His large-scale murals can be found throughout Fort Worth.

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